Stocks Surge After US Inflation Data. What's Next?
Update: 2025-09-11
Description
Stocks surged as markets breathed a sigh of relief after US inflation data passed without upsetting Fed rate cut expectations. What's next from here? tastylive's Head of Global Macro Ilya Spivak breaks down how stocks, bonds, currencies, and commodities reacted to US CPI figures that seemed to cement the case for a Fed rate cut this month. US consumer confidence data will now test the rally's strength.
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